JOB DESCRIPTION
Main purpose of the role
The primary responsibility is to lead the Investment Oversight team, the candidate will establish and maintain a robust framework for the independent management of investment risks and performance across portfolios while also supporting stakeholders with timely, accurate portfolio data and reporting.
Success in this role requires proactive process optimisation, leveraging technology, data management and visualisation to enhance agility and scalability within the function.
Key duties and responsibilities
Proactively identify, assess and mitigate all investment risks. Develop and maintain a comprehensive investment oversight framework aligned with market best practices and regulatory requirements. Ensure adherence to risk limits and investment guidelines.
Foster collaboration with portfolio managers, analysts and traders to understand risk appetite, challenge portfolio construction, and deliver insightful risk and performance analysis. Clearly communicate key findings to support informed decision-making.
Incorporate climate and broader ESG risks management in the investment oversight framework.
Continuously and proactively utilise technology to reduce the use of spreadsheets, automate workflows and reporting, enabling the department to scale.
Ensure models used by the team are validated, with key assumptions and limitations clearly communicated to relevant committees.
Ensure accurate and timely responses to RFPs, due diligences and information requests. Collaborate with the business development team to support existing and new business. Implement automated and self-service solutions to support agile sales motions.
Maintain robust investment valuation processes, including but not limited to oversight of fund administrators, shadow NAV control, independent pricing of instruments, valuation assessments and swing pricing implementation.
Ensure the accuracy and timeliness of positions and portfolio data across all systems and databases.
Ensure accurate and timely production of investment reports, including factsheets, institutional reports, committee packs and portfolio data for external platforms.
Ensure awareness and compliance with GIPS standards, reporting and presentation requirements and best practices.
Contribute to product development initiatives, ensuring that all investment risks, performance and reporting requirements are identified and met.
Foster a culture of financial awareness, optimise resource allocation and drive cost saving initiatives where possible without compromising quality or strategy goals.
Manage the team activities and performance to ensure delivery of service levels in line with SLAs, client and regulatory requirements.
Ensure the team is appropriately skilled and high performing, promote continual development and the values and behaviours .
Implement target culture, including D&I, in department
Proactively drive action to help achieve our sustainability objectives
Maintain understanding of regulatory requirements and best market practices
Own relevant policies and procedures as per Governance Framework
Repesent the department on committees and working groups, in an open and pro-active way
Experience, skills and knowledge
Professional qualifications required (if applicable)
Degree in a numerical discipline (e.g. Finance, Mathematics, Physics) preferred.
Experience
10 years+ experience within financial services (ideally an asset manager)
Experience leading and developing a team
Direct significant experience developing relational databases and working with data management platforms (e.g. Oracle, Snowflake, AWS or the likes) for portfolio analysis.
Direct experience scripting (e.g. SQL, Python) and using visualisation softwares (e.g. PowerBi, Tableau, Grafana) to efficiently produce analysis and reports.
Strong technical understanding of multi-factor models (e.g. Bloomberg MAC, Axioma)
Experience leveraging AI tools to improve scalability
Previous Investment risk, performance or portfolio control experience
Experience with and strong understanding of UCITS and AIFMD regulations
Liquidity risk management experience
Portfolio stress testing experience
Hands on experience of equity, fixed income and derivatives instruments
Experience using investment management platforms (e.g. Dimension, CRD, AIM)
Knowledge of investment accounting principles in the context of asset management.
Experience delivering presentations to senior management and clients
3
Skills
Relationship and stakeholder management
Effective team management and leadership skills
Ability to address issues effectively, not shying away from difficult conversations
Excellent communication skills - written and spoken
Ability to challenge constructively
Time management, organisation skills and multi-tasking
Highly numerate, good understanding of mathematical / statistical concepts
Programming skills
Data management skills
Strong analytical skills
Strong interest into Sustainability/ESG
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